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First Research Case Studies
First Research customers come from a wide array of industries and therefore have a variety of business issues to address and uses for our Industry Intelligence Tools. Click below to read real world examples detailing how our customers are using First Research Industry Intelligence Tools to gain a competitive advantage. You may even find a few strategies applicable to your organization.
HUB International Empowers “A” Players with First Research
HUB International Limited is a leading North American insurance brokerage that is committed to providing superb insurance services to their clients. HUB recognizes that part of their success stems from enrolling all sales producers in a training and education program. Using First Research as a resource allows the company to develop employee skill sets and service customers more efficiently and effectively. Learn how HUB uses First Research to benefit their entire sales cycle. click here to read more
PMV Technologies Builds Market Leading IT Outsourcing Solution with First Research
PMV Technologies is a managed services provider (MSP) focused on providing IT solutions to companies in the small and medium-sized business (SMB) space. First Research helps the company connect with the shifting needs of their clients and prospects to provide results-oriented services. Learn how PMV understands customers and guarantees results with First Research. click here to read more
Scott & Baldwin, CPAs Builds Trust and Improves Business Development Efforts with Industry Intelligence
Scott & Baldwin, CPAs is a public accounting and consulting firm devoted to superior client service. Scott & Baldwin, CPAs stays apprised of key trends and industry issues with First Research. Learn how the firm uses Industry Intelligence to build credibility with prospects, identify new business opportunities and strengthen existing business relationships.
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First Research Positions KeyBank as Service Leader
KeyBank, a member of the KeyCorp family, is committed to assisting its clients in ever-changing marketplaces. The bank uses First Research in relationship reviews to evaluate a customer’s objectives to determine how they can continue to serve their needs. Read how KeyBank uses Industry Intelligence to understand the complex issues their customers are facing to make an immediate impact on their bottom line. click here to read more
BB&T Connects with Small Business Executives using First Research
As a leader in serving small businesses, BB&T relationship managers work hard to connect with decision makers who are often managing everything from HR to sales and operations. First Research is helping BB&T capture the attention of these busy executives – and make the most of time spent with them. “By gaining a solid understanding of my prospects’ needs early on, I am able to provide practical resources from the beginning of our conversation,” says Michelle Ballard, BB&T business services officer, assistant vice president. “This is something my competition can not provide.”
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Community Bank Gains Big Competitive Edge by Leveraging First Research for Credit Analysis
EagleBank as always focused on building relationships with businesses, professionals and individuals in its marketplace. Read about how EagleBank is now using First Research Industry Intelligence to ensure timely responses to loan requests, provide accurate analysis and confidently assist customers in taking advantage of opportunities.
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First Research Positions GEMKO Information Group for Growth and Expanded Services
GEMKO Information Group wanted to expand its role from technology provider to that of a trusted resource and business advisor. They turned to First Research Industry Intelligence Tools to help them evaluate their clients’ needs and recommend technology that would drive their customers’ overall success. Read how First Research has helped GEMKO establish credibility with clients, expand their offering by providing value-add consultative services and retain more business.
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First Research Industry Insight Gives J.H. Cohn a Competitive Edge
J.H. Cohn, one of the top 20 largest accounting and consulting firms in the US, prides itself on keeping its clients and contacts informed of what is going on in their world. The firm needed to streamline the entire research process – to more quickly, efficiently and cost effectively conduct research and share with its clients the opportunities and challenges facing businesses in each of those industries. Read more about how First Research has helped J.H. Cohn improve prospect engagements, enhance client relations and save hundreds of hours in research time.
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Microsoft Leverages First Research to Drive Channel Sales
The Microsoft Inside Sales Team is tasked with engaging prospects in successful sales conversations in order to create a buying vision, qualify an opportunity and pass those opportunities to the Microsoft Channel Partner. This requires the team to understand multiple facets of a customer’s business and understand each customer’s industry triggers, pain points and opportunities. Read how industry intelligence from First Research has helped the Microsoft Inside Sales Team engage prospects better, increase the sales pipeline for partners and develop new vertical sales angles.
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Merrill Lynch Business Financial Services Taps Industry Intelligence to
Better Serve Customers
Merrill Lynch Business Financial Services (BFS) is committed to securing
new clients and retaining current customers. With its focus on the client,
the group's work is based on relationships, valuable service and integrity.
In order to do this they must understand the obstacles, opportunities and
issues its customers and prospects were facing. First Research Industry Intelligence
was the missing link they needed to fully service its customers and effectively
reach prospects. Read more about how Merrill Lynch BFS is using Industry
Intelligence from First Research to better serve new clients and current
customers.
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Synovus’ Community Banks Leverage First Research Industry Intelligence throughout Sales process
Synovus®, a diversified financial services holding company with over $26 billion in assets, is leveraging First Research to empower its sales teams. Rob Thomas, Vice President, Commercial Segment Manager, wanted to help his commercial bankers develop and utilize call planning worksheets and implement a more structured sales process. By making First Research Industry Intelligence available to the entire sales force through their Intranet, Synovus’ community bankers now easily access the tools they need to add value throughout their entire sales cycle, from preparing for calls to solidifying long-term relationships. “First Research has become an integral part of our daily sales process. The use of First Research Industry Intelligence in our sales presentations and RFPs has definitely set us apart from our competition.” said Thomas.
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Atlantic Management Company uses First Research Industry Intelligence to Improve Business Valuation and Customer Relations.
As a leading business valuation and financial advisory firm, Atlantic Management Company must provide the highest level of customer service to clients while accurately and efficiently determining the value of their businesses. First Research Industry Intelligence helps the firm’s Business Valuations group make a positive first impression with prospects, streamline the complicated valuation process and uphold the firm’s excellent reputation with clients. Read more about how Atlantic Management Company is improving business valuations and customer relations with First Research Industry Intelligence.
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